See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,486 | $114,047+36.3% | $96,139+61.7% | $167,490-7.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.22% | 189.88%-173.7pp | 191.94%-175.7pp | 478.56%-462.3pp |
| Employer contribution / active EE | $6,818 | $3,427+99.0% | $2,797+143.8% | $4,837+40.9% |
| Participant deferral / active EE | $11,935 | $5,194+129.8% | $4,349+174.4% | $6,341+88.2% |
| Admin fee / account holder | $209 | $6,897-97.0% | $5,537-96.2% | $12,309-98.3% |